05/17/2016
60 per cent of wealth managers under threat from superior technology
Asset managers need to develop their use of technology to continue attracting and retaining clients
05/17/2016
UBS’ view echoes a similarly bullish position on Greek banks from Morgan Stanley.
05/17/2016
Official figures released last Tuesday showed the UK trade deficit had reached £13.3 billion in the first quarter – the largest figure since the start of the financial crisis. This means the UK is reliant on money from abroad to help make up t
05/16/2016
Size isn’t just a barrier to efficiency in asset management. Beyond a certain limit, size threatens operational performance in just about every facet of life. In the words of the late Dr. Albert Bartlett, emeritus professor of physics at the Univers
05/16/2016
The institute’s modelling showed a hypothetical volatility-managed fund charging 115 basis points could deliver better average returns than a wholly equities-invested fund with lifestyling that charges only 35 basis points.
05/16/2016
According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.
05/16/2016
Hedge funds may charge higher fees and are generally less restricted than traditional mutual funds.
05/16/2016
UK banks could be poised to lose up to 43% of their retail payments based revenues by 2020 as the revised Payment Services Directive accelerates advancements in e-commerce and contactless technology, according to data compiled by Accenture.
05/15/2016
Some of the latest opinion on Brexit
05/13/2016
This makes us feel that currency risk is elevated and also that short term interest rates will remain low for an extended period, even if the US has begun putting rates up.
05/12/2016
Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.
05/12/2016
On Friday, you may still wish to keep a hold of a rabbit’s foot and treat mirrors with extra care, but it really shouldn’t be a day to avoid the stock markets
05/12/2016
As a result individuals rightly worry about the likely outcome of general elections and referenda.
05/12/2016
The Boleyn Ground, West Ham United's stadium in east London, saw the second highest price increase at 13.2 percent, although the team are in the process of moving to the former Olympic stadium this summer in Stratford.
05/12/2016
Experts say the consolidation of the market is a result of the increasing complexity of regulatory compliance
05/11/2016
Savvy investors can still achieve the yield they need despite dividend cuts to the FTSE All-Share that have brought UK equity income funds back into focus.
05/11/2016
In the US, last week’s monthly payrolls report was weaker than expected, which received some negative attention. But job numbers are lagging indicators and April may have been little more than a subdued afterthought of the seasonally low-key winter
05/11/2016
Like other private offices, J. Stern was set up to look after the riches of one family – the Sterns, a European banking dynasty – before branching out and offering its services to other super rich folk.
05/11/2016
Cerulli Associates, a global analytics firm, says that a fund selector at one UK-based institutional advisor told it that even some larger fund managers are guilty of putting a gloss on achievements.
05/11/2016
Phoenix is delighted to be shortlisted in the category 'PR Agency of the Year'.